Online CRM and Quoting
Drives customer engagement and streamlines your sales process with Mashoom's online platform.
No server installation or related costs. Under an hour setup and with all of your customer, stock and related settings synced.
Our developer-friendly API can also enable E-Commerce and customer portals.
Benefits
Drive Callbacks & Activity
Create tasks for contacts and quotes as part of a workflow to chase leads or follow up on quotes. The mission control dashboard allows teams and managers to quickly view sales activity and progress.
Create tasks for contacts and quotes as part of a workflow to chase leads or follow up on quotes. The mission control dashboard allows teams and managers to quickly view sales activity and progress.
Fully Featured Quoting
Build quotes quickly and easily, and avoid cluttering your sales ledger with prospects. A contact is created / synced and a sales order created in Sage when a quote is accepted.
Build quotes quickly and easily, and avoid cluttering your sales ledger with prospects. A contact is created / synced and a sales order created in Sage when a quote is accepted.
Fully Online Using Sage's Native API
We don't need to install any software on your Sage server, we use the Sage native API which is free to use and your Sage reseller can install if isn't already. Never get caught out by upgrades again.
We don't need to install any software on your Sage server, we use the Sage native API which is free to use and your Sage reseller can install if isn't already. Never get caught out by upgrades again.
Advanced Data Management
Got a new list of prospects? Import them into Mashoom, with custom fields, via a spreadsheet. Bulk imports, export and updates, create filtered lists and more; our powerful tools have got you covered.
Got a new list of prospects? Import them into Mashoom, with custom fields, via a spreadsheet. Bulk imports, export and updates, create filtered lists and more; our powerful tools have got you covered.
Stock, Pricing and Currency Support
Use Mashoom in multiple regions and with all your existing stock, currency and pricing imported automatically. Alternatively, manage pricing via Mashoom with simple spreadsheet upload / download.
Use Mashoom in multiple regions and with all your existing stock, currency and pricing imported automatically. Alternatively, manage pricing via Mashoom with simple spreadsheet upload / download.
Access to Mashoom's API
Use Mashoom's API as a gateway to Sage. For instance, a web shop can send new contacts and sales orders to Sage via Mashoom directly, or setup a customer portal where live stock levels can be found.
Use Mashoom's API as a gateway to Sage. For instance, a web shop can send new contacts and sales orders to Sage via Mashoom directly, or setup a customer portal where live stock levels can be found.
Details
- Industries
- Featured
- Developer
Similar Apps
BillBjorn
Lightning fast automated data entry into Sage Accounting
BillBjorn
Capsule
Capsule is the smart and simple online CRM used by thousands of businesses and sales teams worldwide. Capsule CRM gives you the big picture about your customers and contacts so you can better help them and make the most of your sales pipeline to grow your business.
Capsule
Clarity
Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.
Clarity
Credit Hound
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks. PayThem
Credit Hound
HireHop Equipment Rental Software
Affordable & powerful equipment rental software for your hire company. Manage inventory, jobs and clients with the world's best Rental Business Software.
HireHop Equipment Rental Software
Joiin
Consolidated financial reporting made easy - manage your multi-entity and multi-currency group consolidations with Joiin. Create great looking custom reports and management reporting packs from your Sage financial data. ADDITIONAL KEYWORDS: Syft Analytics
Joiin
Paperless Software
PaperLess: Invoice Automation for Sage 50, Sage 200, and Sage Intacct If you're still manually keying invoices into Sage, PaperLess can change that. It's built specifically for Sage 50, Sage 200, and Sage Intacct users who are tired of data entry mistakes and slow invoice turnaround times. Automated Invoice Processing and Data Capture The OCR technology reads invoices automatically and pulls out the data you need. PaperLess handles emailed invoices, matches them against purchase orders, and processes everything digitally without anyone touching a keyboard. Smart Invoice Approval Workflows You decide the rules—maybe invoices over £500 need manager sign-off, or certain suppliers always go to the procurement team. Once you've set it up, invoices go straight to the right person. Approvers can action them from their phone during the commute or from their laptop at home. Everything's logged, so you know exactly who's approved what. Stuck invoices are easy to spot, and if your usual approver's on annual leave, you can reassign their queue in moments. Managing Purchase Orders and Requisitions Staff can raise purchase requests without filling in forms or sending emails. Managers see requests come through, approve what makes sense, and reject what doesn't. Your finance team watches the whole process and keeps control of company spending. Receipt and Expense Management Your team takes a photo of a receipt, and that's basically it. PaperLess reads the details and sends it through for sign-off. Same goes for mileage and other expense claims—staff submit them quickly, managers approve them, and finance can see everything that's happening. Why Sage Users Pick PaperLess You're getting invoice processing, purchase orders, receipts, and expenses all sorted in one system. Most teams see fewer mistakes, invoices getting processed quicker, and better grip on their finances. Works just as well if you're running a small operation on Sage 50 or handling complex accounting in Sage Intacct.
Paperless Software
SAM Service Manager
Sam Service Management Software, Track Service Jobs, Mange Field Engineers and Plan Preventative maintenance repairs and servicing.
SAM Service Manager
Simple-Simon
Simple-Simon's smart work order app makes it possible to digitize work orders/job sheets and get rid of the paper hassle. Register your work on the spot via smartphone and tablet and keep track of all work orders via the office module. Save time, money and increase your quality.
Simple-Simon
Swoop Funding for Advisors
As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt, equity and grants, identify and easily make savings, making you indispensable to your clients.
